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Salary Claim & Payroll Integration Checklist

The document provides a comprehensive checklist for various salary claims and payroll integration processes, including first salary claims, maternity leave pay, cut from payroll, and last payment for retirees. Each section outlines required documents such as endorsements, appointment letters, identification forms, and other necessary certifications. It emphasizes the importance of arranging documents in order, ensuring accuracy, and avoiding erasures.
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0% found this document useful (0 votes)
13 views5 pages

Salary Claim & Payroll Integration Checklist

The document provides a comprehensive checklist for various salary claims and payroll integration processes, including first salary claims, maternity leave pay, cut from payroll, and last payment for retirees. Each section outlines required documents such as endorsements, appointment letters, identification forms, and other necessary certifications. It emphasizes the importance of arranging documents in order, ensuring accuracy, and avoiding erasures.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd

CHECKLIST FOR FIRST SALARY CLAIM & PAYROLL INTEGRATION

NAME:
LAST NAME FIRST NAME MIDDLE NAME

Endorsement from Immediate Supervisor


Letter Request STATION CODE:
Photocopy of Appointment CIVIL STATUS:
Original Copy of Form 48 (DTR) BP NO:
(2 copies) Photocopy of BIR Form 1902 for new application of TIN, or Form TIN: - -
1905 for updates (FORMS ARE DOWNLOADABLE) PHILHEALTH:
(2 copies) Photocopy of MDR (PhilHealth) PAG-IBIG: - -
(2 copies) Photocopy of MDF (PAG-IBIG) ACCT NO. - -
(2 copies) Photocopy of ATM, (front only with signature specimen) CP NO.
Photocopy of SALN (Statement of Assets, Liabilities, & Net worth)
Photocopy of Oath of Office
(2 copies) Original/Photocopy of Certification as to 1st DAY OF SERVICE REVIEWED & CHECKED BY AO2: ________________________________
signed by the Immediate Supervisor DATE: _______________________
Photocopy of Assumption of Duty
Photocopy of Deployment Order REMARKS: ______________________________________
Photocopy of PDS (Personal Data Sheet)
Additional requirements:
Service Record (SR) IF Re-appointment/Re-employment/Transferee
(IF Transferee from Other Government Agency/Division within the same year:) * Please arrange in order according to the list
* BIR Form 2316 (Certificate of Compensation) * Make sure all entries are correct and avoid erasures
* Certificate of Last Payment
* Clearance
MATERNITY LEAVE PAY CHECKLIST

NAME:
LAST NAME FIRST NAME MIDDLE NAME
SCHOOL: _________________________________________________________________
Endorsement from Immediate Supervisor
Letter request
Approved Appointment (Photocopy) STATION CODE:
Birth Certificate or Medical Certificate (Form 41)
Approved SO. (Reinstatement) Date: ________________________
Approved Form 6 (Leave Form) REVIEWED & CHECKED BY AO2: ________________________________
Form 48 (DTR) Original Copy
Payslip or ATM photocopy (front only, with account number) Remarks: ______________________________

(Please submit in 1 copy, arrange and follow the order)


(Please make sure all entries are correct and avoid erasures)

MATERNITY LEAVE PAY CHECKLIST

NAME:
LAST NAME FIRST NAME MIDDLE NAME
SCHOOL: _________________________________________________________________
Letter request
Approved Appointment (Photocopy) STATION CODE:
Birth Certificate or Medical Certificate (Form 41)
Approved SO. (Reinstatement) Date: ________________________
Approved Form 6 (Leave Form) REVIEWED & CHECKED BY AO2: ________________________________
Form 48 (DTR) Original Copy
Payslip or ATM photocopy (front only, with account number) Remarks: ______________________________

(Please submit in 1 copy, arrange and follow the order)


(Please make sure all entries are correct and avoid erasures)

MATERNITY LEAVE PAY CHECKLIST

NAME:
LAST NAME FIRST NAME MIDDLE NAME
SCHOOL: _________________________________________________________________
Letter request
Approved Appointment (Photocopy) STATION CODE:
Birth Certificate or Medical Certificate (Form 41)
Approved SO. (Reinstatement) REVIEWED & CHECKED BY AO2: ________________________________
Approved Form 6 (Leave Form) Date: ________________________
Form 48 (DTR) Original Copy
Payslip or ATM photocopy (front only, with account number) Remarks: ______________________________

(Please submit in 1 copy, arrange and follow the order)


(Please make sure all entries are correct and avoid erasures)

MATERNITY LEAVE PAY CHECKLIST

NAME:
LAST NAME FIRST NAME MIDDLE NAME
SCHOOL: _________________________________________________________________
Letter request
Approved Appointment (Photocopy) STATION CODE:
Birth Certificate or Medical Certificate (Form 41)
Approved SO. (Reinstatement) REVIEWED & CHECKED BY AO2: ________________________________
Approved Form 6 (Leave Form) Date: ________________________
Form 48 (DTR) Original Copy
Payslip or ATM photocopy (front only, with account number) Remarks: ______________________________

(Please submit in 1 copy, arrange and follow the order)


(Please make sure all entries are correct and avoid erasures)

MATERNITY LEAVE PAY CHECKLIST

NAME:
LAST NAME FIRST NAME MIDDLE NAME
SCHOOL: _________________________________________________________________
Letter request
Approved Appointment (Photocopy) STATION CODE:
Birth Certificate or Medical Certificate (Form 41)
Approved SO. (Reinstatement) REVIEWED & CHECKED BY AO2: ________________________________
Approved Form 6 (Leave Form) Date: ________________________
Form 48 (DTR) Original Copy
Payslip or ATM photocopy (front only, with account number) Remarks: ______________________________

(Please submit in 1 copy, arrange and follow the order)


(Please make sure all entries are correct and avoid erasures)
CHECKLIST FOR CUT FROM PAYROLL

NAME:
LAST NAME FIRST NAME MIDDLE NAME

Letter Request STATION CODE:


Approved Appointment (PHOTOCOPY) BP NO:
Form 48 (DTR) Original Copy TIN: - -
Approved Reinstatement PHILHEALTH:
Approved Form 6 PAG-IBIG: - -
Approved S.O. Leave of Absence ACCT NO. - -
ATM, photocopy (front only) CP NO.
Payslip

(Please submit in 1 copy, arrange and follow the order) REVIEWED & CHECKED BY AO2: ________________________________
(Please make sure all entries are correct and avoid erasures) DATE: _______________________

REMARKS: ______________________________________
LAST PAYMENT - SALARY CLAIM FOR RETIREE

NAME:
LAST NAME FIRST NAME MIDDLE NAME

Letter Intent

DTR, Original copy (with attachement, Approved Form 6 if LEAVE WITH PAY)

Separation Order / Certificate of Last Payment


Certification of Closure of LBP Account

(Please prepare 1 set only of the requirements)

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